Invesco New York Amt-Free MuPZTETF
13F holders, Q4 2025 (December 31)48holders +1
4new positions
5sold out
$22.31avg. 13F price*
At the end of Q4 2025, 48 institutions reported holding Invesco New York Amt-Free Mu (PZT) in their 13F filings, up 1 from Q3 2025. 4 opened new positions and 5 sold out. The largest holders were HighTower Advisors, LLC ($7.3M), Hennion & Walsh Asset Management, Inc. ($6.2M) and Bank of America Corp. ($3.7M).
- Company
- Invesco New York Amt-Free Mu
- CUSIP
- 46138E529
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $930K |
| Exits | 5 | $1.0M |
All 13F filers, Q3 2025 → Q4 2025: 324,827 shares bought and 408,751 shares sold, net −83,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| HighTower Advisors, LLC | 0.01% | Reduce -46.9% | 328,652 | $7.3M |
| Hennion & Walsh Asset Management, Inc. | 0.21% | Add +16.6% | 277,144 | $6.2M |
| Bank of America Corp. | 0.00% | Reduce -12.3% | 165,721 | $3.7M |
| Guggenheim Capital LLC | 0.03% | Add +19.0% | 164,057 | $3.7M |
| Morgan Stanley | 0.00% | Reduce -2.7% | 162,123 | $3.6M |
| LPL Financial LLC | 0.00% | Add +19.9% | 160,661 | $3.6M |
| Flynn Zito Capital Management, LLC | 1.16% | Reduce -16.6% | 145,023 | $3.2M |
| Composition Wealth, LLC | 0.04% | Add +5.8% | 134,464 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +141.6% | 120,992 | $2.7M |
| American Financial & Tax Strategies Inc. | 0.85% | Reduce -5.5% | 76,773 | $1.7M |
| Note Advisors, LLC | 0.78% | Add +14.3% | 68,714 | $1.5M |
| Flow Traders U.S. LLC | 0.04% | Add +124.3% | 55,082 | $1.2M |
| Tortoise Investment Management, LLC | 0.10% | Add +7.0% | 53,592 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +138.4% | 51,345 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 47,582 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +38.4% | 47,472 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 41,961 | $936K |
| Sax Wealth Advisors, LLC | 0.04% | Add +23.6% | 41,676 | $930K |
| MML Investors Services, LLC | 0.00% | Add +8.6% | 36,283 | $810K |
| Passumpsic Savings Bank | 0.42% | — | 34,402 | $768K |
| UBS Group AG | 0.00% | Add +6.1% | 34,181 | $763K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +25.8% | 31,004 | $692K |
| Osaic Holdings, Inc. | 0.00% | Add +12.3% | 25,033 | $559K |
| McDonald Partners LLC | 0.15% | No change | 21,050 | $470K |
| Goldman Sachs Group Inc. | 0.00% | New | 20,949 | $467K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.7% | 18,573 | $414K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.7% | 18,360 | $410K |
| Citigroup Inc. | 0.00% | Add +14.9% | 16,500 | $368K |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.4% | 14,195 | $317K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.8% | 13,101 | $292K |
| Raymond James Financial Inc. | 0.00% | Reduce -36.9% | 12,808 | $286K |
| HRT Financial LP | 0.00% | New | 11,266 | $251K |
| Belpointe Asset Management LLC | 0.01% | Add +0.6% | 10,569 | $236K |
| Cascade Financial Partners, LLC | 0.02% | No change | 10,312 | $230K |
| Old Mission Capital LLC | 0.01% | Add +10.7% | 10,205 | $228K |
| Mariner, LLC | 0.00% | No change | 10,199 | $228K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 9,900 | $221K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 9,681 | $216K |
| Mustico Financial Group, Inc. | 0.16% | No change | 9,382 | $211K |
| Valicenti Advisory Services Inc. | 0.04% | New | 9,220 | $206K |
| JPMorgan Chase & Co. | 0.00% | Add +11.1% | 8,861 | $198K |
| Godfrey Financial Associates, Inc. | 0.17% | — | 8,547 | $191K |
| Wells Fargo & Company | 0.00% | Reduce -18.8% | 8,328 | $186K |
| Royal Bank of Canada | 0.00% | No change | 6,000 | $134K |
| Root Financial Partners, LLC | 0.00% | No change | 1,830 | $41K |
| Jones Financial Companies LLLP | 0.00% | Reduce -20.8% | 1,500 | $33K |
| GAMMA Investing LLC | 0.00% | No change | 1,079 | $24K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 238 | $5K |
"% of holder's portfolio" is PZT's weight in each manager's 13F, not the share of Invesco New York Amt-Free Mu the manager owns.